February 05, 2025 | 13 min 24 sec
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In this episode, Pat and Konch cover major industry updates, including leadership moves at Focus Partners Wealth, Legalsuper, and Finvia Family Office. On the RIA/FA M&A front, LPL adds a $600M Charter Oak team, and Pinnacle Financial expands with new advisors. Institutional highlights include Florida SBA’s $1.3B in Q4 alternative fund commitments, Oregon PERS’s private equity pacing plan, and new real estate debt managers for Massachusetts Water Resources Authority. Plus, we discuss Jefferies’ third private credit fund and Cogenuity Partners’ $425M debut fund.
Tune in for all the latest in fundraising and investment trends!
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